Business Assessments
Ornamental Tree and Shrub Grower
Ornamental Tree and Shrub Grower SYNOPSIS Ornamental Tree and Shrub Grower Location: Houston, Texas Revenue Size: < $25 million Number of Employees: >150 Situation: Founding owner requested assistance to optimize profits, a transition plan to second generation and provide corporate governance. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth…
Read MoreFood Distributor
Food Distributor SYNOPSIS Food Distributor Location: Houston, Texas Revenue Size: >$300 million Number of Employees: >500 Situation: Second generation executives needed assistance with strategic planning. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with market Operating Margin Productivity improvements Logistics, Service…
Read MoreCharter Aircraft Business
Charter Aircraft Business SYNOPSIS Charter Aircraft Business Location: Houston, Texas Revenue Size: >$25 million Number of Employees: >50 Situation: Family Office leader needed assistance with evaluating leadership capacity and operational improvement opportunities. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with…
Read MoreFinancial Service Product Company
Financial Service Product Company SYNOPSIS Financial Service Product Company Location: Houston, Texas Revenue Size: >$25 million Number of Employees: >50 Situation: Owner needed guidance and strategy on exit strategy. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume Balanced supply with demand Price Strategically aligned with market Operating Margin…
Read MorePlastic Bag Manufacturer and Distributor
Plastic Bag Manufacturer and Distributor SYNOPSIS Plastic Bag Manufacturer and Distributor Location: Houston, Texas Revenue Size: <$25 million Number of Employees: < 50 Situation: First Generation Owner requested assistance with transformation strategy and implementation from a manufacturer to a distributor. VALUE DRIVERS Leadership Vision, Strategy, Purpose Goal and objective alignment Execution exceptionality Revenue Growth Volume…
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